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72 votes
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175 votes
Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.
We understand the appetite here and will continue to review this idea in future planning.
If there are any changes we'll let you know here.
For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.
Laszlo Molnar
supported this idea
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198 votes
Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.
Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.
As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.
At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.
For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.
An error occurred while saving the comment Laszlo Molnar
commented
+1 please sort out this quickly - huge number of Xero customers are having hard time because of this!
Laszlo Molnar
supported this idea
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If you’re looking for more advanced custom reporting for Xero Projects, you might want to check out Connectorly for Xero Projects & Power BI.
It connects directly with your Xero account and lets you bring both your accounting data and Xero Projects data into Power BI. From there, you can build custom dashboards, track project profitability, and combine your project data with your wider financials.
The integration includes ready-made Power BI templates to help you get started quickly, but you can also customise reports as much as you need.
👉 More details here: https://connectorly.io/integrations/xero-projects-power-bi/